$266 Million is the total value of MENLO ADVISORS LLC's 64 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HHC | Buy | HOWARD HUGHES CORP | $11,920,000 | +7.3% | 99,264 | +0.4% | 4.49% | +2.7% |
| CSCO | Buy | CISCO SYSTEMS INC | $9,258,000 | -4.3% | 412,792 | +0.0% | 3.48% | -8.4% |
| GOOGL | Buy | GOOGLE INC CLASS A | $7,077,000 | +28.0% | 6,315 | +0.0% | 2.66% | +22.5% |
| AAPL | Buy | APPLE INC | $5,274,000 | +20.9% | 9,404 | +2.8% | 1.98% | +15.7% |
| HCP | Buy | HCP INC REIT REIToaus | $5,258,000 | -10.6% | 144,790 | +0.8% | 1.98% | -14.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY CLASS B | 42 | Q3 2023 | 19.0% |
| MICROSOFT CORP | 42 | Q3 2023 | 6.3% |
| SPDR GOLD TRUST SPDR GOLD SHAR | 42 | Q3 2023 | 7.9% |
| CISCO SYSTEMS INC | 42 | Q3 2023 | 5.3% |
| APPLE INC | 42 | Q3 2023 | 7.2% |
| ABBVIE INC | 42 | Q3 2023 | 4.9% |
| ABBOTT LABORATORIES | 42 | Q3 2023 | 4.5% |
| TESLA MOTORS INC | 42 | Q3 2023 | 4.2% |
| ACCURAY INC | 42 | Q3 2023 | 0.4% |
| HOWARD HUGHES CORP XXX NAME CH | 41 | Q2 2023 | 5.9% |
View MENLO ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-16 |
View MENLO ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.